Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Custom Fields to Create a Weighting Calculation for Project Assignment to Professional Services Reso
Hi -
Our organization uses OpenAir (OA). I'm looking for guidance on how to use custom fields, or other OA functionality, to create calculations to assign weights to projects. The ultimate goal would be to assign unique weights to each project type we deliver to more accurately assign projects to our services Project Managers (PMs). We suffer from over allocated PMs and this would provide better metrics and project assignment processes. Thank you for any input on this topic. Please also ask any questions that will help clarify this post.
0